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Empire State Realty OP, L.P. (ESBA)

Portfolio as of:
NameSharesChangeValue% Port% OSHistDate
MORGAN STANLEY 84,7246,896622,721,0000.000.29 Hist 06/30/2023
OPPENHEIMER & CO INC 84,6920548,804,0000.010.29 Hist 03/31/2023
Corient Private Wealth LLC 59,62159,621438,214,0000.000.21 Hist 06/30/2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 35,0000257,250,0000.000.12 Hist 06/30/2023
Cassaday & Co Wealth Management LLC 34,969356257,026,0000.010.12 Hist 06/30/2023
WOODMONT INVESTMENT COUNSEL LLC 36,1470234,233,0000.020.12 Hist 03/31/2023
D. SCOTT NEAL, INC. 29,000-5,000213,150,0000.160.10 Hist 06/30/2023
J. L. Bainbridge & Co., Inc. 24,2060177,914,0000.020.08 Hist 06/30/2023
M&R CAPITAL MANAGEMENT INC 17,6920141,536,0000.040.06 Hist 09/30/2023
Tortoise Investment Management, LLC 18,8970138,893,0000.020.07 Hist 06/30/2023
Apella Capital, LLC 17,2060137,648,0000.010.06 Hist 09/30/2023
RAYMOND JAMES & ASSOCIATES 20,2513,045132,239,0000.000.07 Hist 12/31/2022
Wescott Financial Advisory Group, LLC 16,4080120,599,0000.020.06 Hist 06/30/2023
WELLS FARGO & COMPANY/MN 14,254-350104,768,0000.000.05 Hist 06/30/2023
FIDUCIARY TRUST CO 16,0000103,680,0000.000.06 Hist 03/31/2023
Bell Investment Advisors, Inc 13,267097,513,0000.020.05 Hist 06/30/2023
TD Capital Management LLC 12,98913495,472,0000.010.04 Hist 06/30/2023
UBS Group AG 12,7263,89993,536,0000.000.04 Hist 06/30/2023
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 13,450086,080,0000.020.04 Hist 09/30/2022
PUZO MICHAEL J 11,700-3,10085,995,0000.030.04 Hist 06/30/2023
NORTHCAPE WEALTH MANAGEMENT, LLC 10,000073,500,0000.030.03 Hist 06/30/2023
COUNTRY TRUST BANK 9,176073,408,0000.000.03 Hist 09/30/2023
Cypress Capital Group 10,741070,139,0000.010.04 Hist 12/31/2022
BANK OF AMERICA CORP /DE/ 7,726056,786,0000.000.03 Hist 06/30/2023
American Portfolios Advisors 7,7807,78049,792,0000.000.03 Hist 09/30/2022
Antonetti Capital Management LLC 2,500016,325,0000.020.01 Hist 12/31/2022
Prestige Wealth Management Group LLC 1,12308,255,0000.000.00 Hist 06/30/2023
North Star Investment Management Corp. 94,6310606,0000.060.31 Hist 09/30/2022
TIAA, FSB 42,8480274,0000.000.14 Hist 09/30/2022
REGENTATLANTIC CAPITAL LLC 24,5210157,0000.000.08 Hist 09/30/2022
GOFEN & GLOSSBERG LLC /IL/ 22,9030150,0000.000.08 Hist 12/31/2022
Seascape Capital Management 14,75414,754108,0000.050.05 Hist 06/30/2023
Creative Planning 12,356088,0000.000.04 Hist 06/30/2022
Cowen Prime Advisors LLC 12,904074,0000.030.04 Hist 03/31/2023
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